Filed July 20, 2005
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,690 | $37,426-39.4% | $77,482-70.7% | $79,858-71.6% |
| Participation rate | 35.7% | 41.5%-5.8pp | 54.2%-18.5pp | 69.6%-33.9pp |
| Annual return | 6.79% | 39.70%-32.9pp | 54.79%-48.0pp | 31.71%-24.9pp |
| Employer contribution / active EE | $0 | $637-100.0% | $986-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $451 | $1,260-64.2% | $1,861-75.8% | $3,740-87.9% |
| Admin fee / account holder | $10,410 | $2,504+315.7% | $2,858+264.3% | $5,306+96.2% |